When an agent generates a workflow proposal, open its review from the conversation result or the proposal’s link. Your role must allow each action you want to perform.
Inspect the proposal
- Open the proposal and confirm the workspace and intended process.
- Read the detail and proposed actions.
- Check inputs, recipients and the identity that will perform the work.
- Use the available editor and save the draft if changes are needed.
Creating or saving a proposal does not publish or run the workflow.
Review the current version
Use Review after checking the version shown by the page. If its content changes, review the new version before continuing. Reviewing an earlier version does not approve later edits.
Publish
With publication permission, check the execution identity and publish the reviewed proposal. Confirm the published version. Publication and execution are separate decisions.
If another person changed the proposal, refresh its content and review again rather than repeating a confirmation for an older version.
Run and verify
Use Run when you intend to start the published version and have permission. Inspect the execution’s status and output. A running or failed result is not a completed operation.
Before repeating an execution, check which effects already happened. If a failure is unclear, give the process administrator the execution reference.
This screen reviews agent proposals. For event-triggered messages, see notification rules.
If something doesn’t work
Reading a proposal, managing it, publishing it, running it and viewing its runs are five separate permissions, and having some but not others is normal. If publishing fails, check that you are working on the current revision: editing, publishing and running are separate actions bound to a revision. This is not a visual workflow canvas.